Thomas Turner is a financial advisor with Consolidated Portfolio Review Corp, holding Series 63 and Series 66 credentials and bringing 42 years of industry experience. He has worked at Consolidated Portfolio Review Corp since 2021 and previously spent 16 years at Ameriprise Financial Services, Inc. In addition to his advisory work, he has been involved in Turner Auto since 1982. Consolidated Portfolio Review Corp serves individual and institutional clients, including high net worth individuals, trusts, estates, and retirement plans, through a multi-advisor platform. The firm offers tailored investment management and financial planning services, combining strategic asset allocation with fundamental and technical analysis, and provides access to proprietary model portfolios and third-party sub-advisors.

Scott Fraungruber is a financial advisor at Principal Financial Services with 33 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Principal Securities Inc. since 2016 and Principal Life Insurance Company since 1992. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers financial planning, retirement consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Sean Rogers is a CFP® professional with 17 years of industry experience. He is currently with Fifth Third Securities, Inc. and Fifth Third Bank, having joined both in 2023. Prior to that, he operated Rogers Wealth Management Services LLC for seven years and worked at Dynamic Wealth Advisors for two years. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to individuals, including high-net-worth clients, as well as charitable organizations, corporate clients, and institutional investors. The firm combines its municipal-advisor registration with its affiliation to Fifth Third Bank, providing multiple discretionary managed-account programs alongside features like direct indexing and tax-overlay services.

Jared Meisling is a CFP®-designated financial advisor at The Huntington Investment Company with 20 years of industry experience. He previously worked at Ameriprise Financial Services LLC and PNC Investments. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services, offering multiple wrap-fee programs through an open-architecture model that includes third-party sub-managers and proprietary Private Bank portfolios.

Stephanie Cerrito is a financial advisor with Empower Advisory Group, holding Series 63 and Series 65 licenses and four years of industry experience. Her prior work includes roles at J.P. Morgan Securities LLC and PNC Bank. Cerrito also has experience outside finance, having worked in the restaurant and martial arts industries. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as select IRA and retail brokerage clients. The firm integrates its services with Empower’s recordkeeping and administrative platforms, offering financial plans and managed account solutions within plan lineups chosen by plan sponsors.

Jacob Mysliwiec is a financial advisor at Fifth Third Securities, Inc. He holds Series 63 and Series 65 licenses and has seven years of industry experience. His career includes roles at Fifth Third Securities since 2019, Fifth Third Bank since 2018, and Flagstar Bank from 2017 to 2018. Fifth Third Securities serves individual and institutional clients through investment advisory and brokerage services. The firm offers a variety of managed account programs via the Passageway platform, combining third-party portfolio managers and advisor-directed investment options.

Roberta Hacker is a financial advisor at Fifth Third Securities, Inc. with six years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Elisabeth Mousel Insurance Agency from 2012 to 2019. She is based in Grand Rapids, MI. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm provides multiple discretionary managed-account options and features such as direct indexing and tax-overlay services, operating as a wholly owned subsidiary of Fifth Third Bank.

Matthew Brown is a financial advisor with Private Advisor Group, LLC in Grand Rapids, MI, holding Series 63 and Series 65 credentials and with 28 years of industry experience. He has worked at Private Advisor Group since 2016 and has been associated with LPL Financial and the Investment Services Group since the late 1990s. Brown’s activities include involvement in life and fixed annuities outside his primary advisory role. Private Advisor Group serves a broad client base including individuals, trusts, estates, and charitable organizations, offering portfolio management, financial planning, and retirement-plan consulting through a variety of wrap and non-wrap programs. The firm provides access to third-party asset managers and a firm-managed WealthSuite program, and supports multiple investment approaches and client-imposed restrictions via its network of investment adviser representatives.

Axel Contreras Luevano is a financial advisor at Fifth Third Securities, Inc. with one year of industry experience. He holds Series 63 and Series 65 licenses. Prior to his current role, he worked at Fifth Third Bank and managed Flos Sports Bar for six years. Fifth Third Securities, Inc. serves a diverse range of individual and institutional clients through investment advisory and brokerage services. The firm offers various managed account programs and portfolio management options via the Passageway platform and operates as a broker-dealer, SEC-registered investment adviser, and municipal advisor.

Christopher Bouma is a financial advisor at Fifth Third Securities, Inc. based in Grand Rapids, MI, holding Series 63 and Series 65 licenses with 26 years of industry experience. He has been with Fifth Third Securities since 2007. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm combines its municipal-advisor registration with its affiliation to Fifth Third Bank and provides a range of discretionary managed-account programs featuring direct indexing, tax-overlay services, and access to FIWA-sponsored fund strategist programs.

Jacob Jackson is a financial advisor at The Huntington Investment Company with four years of industry experience. He holds Series 66 and Series 63 licenses and has previously worked with Ameriprise Financial Services and security management firms. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services. The firm offers multiple wrap-fee programs on the Envestnet platform, combining third-party and proprietary investment models under an open-architecture structure.

Sarah Maxim is a financial advisor with Fifth Third Securities, Inc., holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. She previously worked at Morgan Stanley for 13 years before joining Fifth Third Securities and Fifth Third Bank in 2025. Outside of her advisory role, she works as a cashier at Ric's Food Center in Rockford, MI. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm provides multiple discretionary managed-account options, including advisor-directed models and separately managed accounts, and combines these with third-party portfolio managers and strategist portfolios.

Michael Brown is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 66 designations and over 32 years of industry experience. He has been with Private Advisor Group since 2016 and also has affiliations with LPL Financial and Investment Services Group. Outside of advisory roles, he has involvement in life and fixed annuities through a non-variable insurance business. Private Advisor Group serves a diverse client base including individuals, business entities, trusts, estates, and charitable organizations, offering discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting. The firm provides access to third-party asset managers, turnkey asset management platforms, and its own WealthSuite separately managed account program, supporting a variety of analytical approaches and client-imposed restrictions.

Aimee Ohlman is a financial advisor at Edward Jones in Rockford, MI, holding a Series 66 designation with nine years of industry experience. She has been with Edward Jones since 2016. Outside of her advisory role, she is starting a business selling products on Amazon. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard and supported by a large nationwide network of advisors and branch offices.

Robert Maloof is a CFP® professional affiliated with Edward Jones in Grand Rapids, MI, with 19 years of industry experience. He has been with Edward Jones since 2006. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies supported by a nationwide network of financial advisors and branch offices. The firm operates under a fiduciary standard and provides various affiliated financial services including mutual funds, a trust company, and securities-based lending.

Ryan Toro is a financial advisor at LPL Financial based in Rockford, MI, holding a Series 66 designation with two years of industry experience. His prior roles include positions at Morgan Stanley and Comerica Bank. Outside of finance, he has experience running a small event rental business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a large network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services with both discretionary and non-discretionary management options, incorporating model portfolios and research from various sources.

Emily Gunnels is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. She holds Series 66 and Series 63 licenses and has worked at J.P. Morgan Securities since 2014. Prior to that, she was employed at The Counting House, LLC from 2018 to 2025 and has been with JPMorgan Chase Bank, N.A. since 2012. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its investment recommendations.

Christopher Carlson is a CFP®-certified financial advisor with Edward Jones, based in Rockford, MI. He has 27 years of industry experience, all with Edward D. Jones & Co., L.P., where he has worked since 1999. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets under management.

Benjamin La Duke is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and five years of industry experience. Prior to joining Cambridge in 2021, he worked at BDO USA LLP for eight years. He is also an independent insurance agent and operates Parker Financial Group as an Investment Advisor Representative. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a broad network of independent Financial Professionals, utilizing various portfolio management and model-based strategies tailored to client objectives.

Eva Trudell is a financial advisor with Edward Jones in Rockford, MI, holding Series 63 and Series 66 licenses and having 10 years of industry experience. She has worked at Edward Jones for nine years, with a brief one-year period of unemployment in 2017. Outside of her advisory role, she is engaged in selling items on eBay. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad range of households and organizations. The firm manages approximately $1.01 trillion in assets and offers various investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.